CIA
Concurrent Investment Advisors’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.13M | Buy |
186,626
+18,790
| +11% | +$516K | 0.1% | 213 |
|
|
2025
Q1 | $4.67M | Buy |
167,836
+23,958
| +17% | +$667K | 0.11% | 199 |
|
|
2024
Q4 | $3.89M | Buy |
143,878
+54,133
| +60% | +$1.46M | 0.1% | 198 |
|
|
2024
Q3 | $2.61M | Buy |
89,745
+35,038
| +64% | +$1.02M | 0.08% | 244 |
|
|
2024
Q2 | $1.51M | Buy |
54,707
+42,546
| +350% | +$1.17M | 0.05% | 342 |
|
|
2024
Q1 | $341K | Buy |
+12,161
| New | +$341K | 0.01% | 639 |
|